Financial Gravity Asset Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Financial Gravity Asset Management’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.42K	Sell	70 -223	-76%	-$20.4K	﹤0.01%	632
2025 Q4	$26.8K	Sell	293 -6	-2%	-$549	0.01%	328
2025 Q3	$27.4K	Buy	+299	New	+$27.4K	0.01%	372
2025 Q1	$1.34M	Buy	+14,633	New	+$1.34M	0.29%	72
2024 Q2	$1.37M	Buy	14,949 +14,670	+5,258%	+$1.34M	0.34%	64
2024 Q1	$25.6K	Sell	279 -376	-57%	-$34.4K	0.01%	344
2023 Q4	$59.9K	Buy	+655	New	+$60K	0.02%	239
2021 Q3	$218K	Buy	2,162 +4	+0.2%	+$366	0.1%	162
2021 Q2	$218K	Buy	+2,158	New	+$197K	0.08%	171
2020 Q4	$117K	Buy	+1,286	New	+$118K	0.11%	72
2019 Q4	$2K	Sell	21 -27,631	-100%	-$2.53M	﹤0.01%	1328
2019 Q3	$2.53M	Sell	27,652 -6,075	-18%	-$556K	2.18%	7
2019 Q2	$3.09M	Sell	33,727 -8,372	-20%	-$766K	2.54%	2
2019 Q1	$3.85M	Buy	+42,099	New	+$3.85M	3.11%	1
2018 Q3	$2.84M	Sell	30,977 -451	-1%	-$41.3K	2.97%	1
2018 Q2	$2.88M	Buy	31,428 +2,036	+7%	+$186K	2.7%	3
2018 Q1	$2.69M	Buy	+29,392	New	+$2.69M	2.75%	3

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Gravity Asset Management's BIL Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 76% in Q1 2026, selling an estimated $20.4K and leaving 70 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Financial Gravity Asset Management first reported a position in BIL in Q1 2018 and has held it in 17 quarters since. The position peaked at $3.85M in Q1 2019. 1,320 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Financial Gravity Asset Management held 70 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.42K as of Q1 2026.
Financial Gravity Asset Management sold 223 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $20.4K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #632 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $3.85M in Q1 2019.
1,320 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.